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Rhona Konnelly, has 36 years of diverse insurance, financial and estate planning experience. She has served for many years in senior Specialist and Directorship roles with many of Canada’s leading financial services organizations. Rhona earned her Chartered Life Underwriter’s Degree (C.L.U.) in financial services and estate planning in 1998. In 2005, Rhona received the Elder Planning Counselor (EPC) designation and Certified Professional Consultant on Aging (CPCA) designation; both of these credentials build on her in-depth experience and assist her in advising elders and their families on the financial, social and health aspects of retirement. Rhona is a member of the faculty at Ashton College, a private post-secondary educational institution, where she teaches a variety of industry related programs. Rhona has served in her community as an estate planning resource for the donors of TB Vets Charitable Foundation, is the original founder of the North Shore Chapter of CARP (A New Vision of Aging in Canada), and recently published her first handbook, titled "The Referability Factor – The Art of Becoming Referable".
Canadian
Initiative for Elder Planning Studies Inc.
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